Case Studies


Lexington Solutions & Wentwood Case Study

Like so many asset management firms, Wentwood was using numerous Excel spreadsheets to manage their portfolios. As a small firm, this process worked well when asset management, analysis and data collection were handled for tens of properties. However, as Wentwood’s portfolios grew, asset managers were spending more time utilizing multiple spreadsheets for data and conducting spreadsheet-driven calculations and analyses to uncover issues. The firm needed to transition from its in-house tools to a single-source solution in which asset managers could effectively analyze property performance and generate the reports Wentwood is required to ultimately deliver to investors and/or partners.

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